How big is Morgan E. Russell, Inc.'s plan?

Morgan E. Russell, Inc.'s plan reported $1.1M in assets and 30 participants for 2024.

Original filing (PDF)20251216123102NAL0002763745001

Morgan E. Russell, Inc.

Name: Morgan E. Russell, Inc. — Morgan E. Russell, Inc., Form 5500 (2024)
Creator: Morgan E. Russell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan E. Russell, Inc. Profit Sharing Plan

401(k) retirement plan · Morgan E. Russell, Inc.'s Morgan E. Russell, Inc. Profit Sharing Plan held $1.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Casey Stonestreet signed Morgan E. Russell, Inc.'s 2024 Form 5500 as plan administrator.

Casey Stonestreet — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morgan E. Russell, Inc.'s EIN is 52-0992521.

EIN 52-0992521

Plan number 001

Plan year 2024

ACK ID 20251216123102NAL0002763745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan E. Russell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan E. Russell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN E. RUSSELL, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off